How to manage high priority tasks across your team

No one has enough time. Thankfully, Workast makes it easy to identify and manage high priority tasks so you can effectively prioritize your time with your most crucial tasks. The first step is to create a "High Priority" tag to label tasks that require immediate action.

Create a "High Priority" tag

To create your tag:

Open up a task in Workast by double clicking on it

On the right hand side of the screen, either click on the + symbol next to the Tags label, or click on "Select a tag"

Select the "Create a new tag" option, then enter the tag name "High Priority" (or another similar name of your choosing) and click on a color choice to assign a color to that tag. We'd recommend a bright, noticeable color such as red for this tag. (If you'd like more color choices, select "More colors." )

Label your High Priority tasks

Once you've made your High Priority tag, you can label any task with the tag.

In Workast, open the task that you want to tag by double clicking on it.

On the right hand side of the screen, either click on the + symbol next to the Tags label, or click on "Select a tag"

Click on "High Priority" to select that tag. If you haven't used the tag in that space yet, type "High Priority" in the "Search for a tag" field. You can select other tags at the same time as well.

Quick tip - search for tasks that you want to tag using our search feature!

Manage your High Priority tasks with a saved search

Once you have your High Priority tasks labeled, create a saved search so you can easily access them at any time.

Click on the search bar at the top of the page to bring up the search screen.

Click on the + next to Task Status to select the tag search filter, and then search for and/or select the High Priority tag.

Next, click on the Search title and type a name for your search.

Click "Save search" on the right-hand side of the screen to save your search.

Your search will then appear in your left-hand task bar, where it will be automatically be updated with all tasks that fall within those search parameters - in this case "Open Tasks" with the "High Priority" tag.

Reminder - your search results will only show tasks in spaces in which you are a member. To learn how to join spaces, click here.

Create a custom reminder for your high priority tasks

To ensure your high priority tasks are handled quickly, you can send yourself and your team a reminder of the tasks still pending.

To create a custom reminder for this (or any) saved search:

Click on the reminder icon (clock) in the top right-hand corner of the saved search.

The reminder customization panel will open. Select the day(s) of the week that you'd like the reminder by clicking on the box.

Click on the arrow key under the Time heading to scroll and select a time of day for your reminder.

If you'd like to send the reminder to another user as well as to yourself, type his/her name in the search box then click it when it populates. Repeat for each additional user that you want to remind.

Click "Save" to save your reminder.

Note - You can set a reminder for multiple days at the same time. If you want to be reminded of the same task(s) on different days at different days, create an additional reminder for the second day and time.

At the specified time, you'll receive the reminder of your tasks as a Slack notification in your Workast channel. Any users that you sent the reminders to will also receive the task list.